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Bridging the Gap between Social Enterprises and Social Impact Investors

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Recently, I got the opportunity to participate in Bangalore CSR Roundtable hosted by Brillio & Equal Innovation in partnership with India CSR on May 3rd 2017.

Some key points from this event I want to share with you all. Before that let me put some light on what is Social Entrepreneurs and Enterprises (SEE) and how this is related to this event.

Social Entrepreneurs and Enterprises (SEE)

It is an initiative of IITK AA, organised and now carried forward in association with IITKGP AA and supported by PAN IIT, IIMA, PAN IIM and ACB.

SEE started as an event and the first SEE focused primarily on awareness and scaling models for Successful Social enterprises. It had speakers and participants from all sectors. During the first edition of SEE one message came out very clearly that there is an increasing gap between social enterprises (not-for-profit or for-profit) and CSR funds/investors.

Second edition of SEE focused on Healthcare and Education. This edition also looked at setting up the framework so that Alumni from IIT’s can effectively engage and contribute to the critical sector.

It brought various social entrepreneurs, philanthropists, thinkers and enthusiasts under one roof. The event allowed great interactive sessions where on one hand the participants got inspired by conviction-led work by speakers and on the other hand various corporate discussed the challenges and their insights. Mr. Paritosh Segal, Co-Founder Sahyog Foundation, led the curation for the event.

After intensive research on challenges faced by social enterprises and impact investors, a framework was launched during the event by Mr. Pradeep Bhargava, President, IITK AA & IITK AA BLR.  Core objectives of the framework is to identify sectors that may be relevant and that may produce visible outcome, list the key impact areas and the key measures, understand and share the feasibility and impact data, build the stakeholders connect as part of SEE ecosystem which comprises financial institutions, CSR, Angel investors, VC’s, mentors, incubation with IIT and partners and entrepreneurs in the impact space.

We discussed on various aspects of CSR funding and pain-points of corporates as well as social enterprises. It was very enthralling for me to know that all these common problems faced by both entities can be resolved through SEE platform.

I would like to highlight a few key challenges and would like to emphasise on the role of SEE framework in resolving these issues:

Lack of trust between corporates and social enterprise world:

It was evident that corporates are willing to release CSR funds for social enterprises, but whom to trust for measurable impact has become a challenge for them. I strongly believe that SEE body can recognise and validate shortlisted social enterprises who genuinely have good model and thus help them sustain and scale. Corporates can have concurrence and decide where to invest.

Impact assessment of social enterprises by corporates:

Second evident challenge for all corporates is to measure the impact created by the social enterprise. One of the solution which was proposed is to have a set template by corporates where social enterprise can fill their outcomes. But the problem with such template is that there are several different enterprises all cannot be measured with the same template. SEE framework can play a crucial role in impact assessment by providing customised template.

Industry standard reporting by social enterprises:

Another point which was brought into discussion was reporting structure and the quality of report. Corporates feel that there is a need for social enterprises to improve on reporting but the fact that social enterprises many a times are not trained to publish their reports in a professional way. It becomes really challenging for corporates to go through the document and validate the report. We at SEE aim to create a pool of identified experts in different domains with social sector background as mentors. These mentors shall bring guidance to social enterprises and shall organize hands-on training sessions on impact measurement, impact assessment and impact reporting. This shall have positive outcome by reducing frustrations for both corporates and social enterprises.

Identifying the key focus area of corporates by social enterprises:

One of the biggest challenge which almost all social enterprises face invariably is to find out the corporates who have same focus area as their own. I recently faced a problem in identifying a CSR who invest in healthcare area. There is no common platform where corporates list their focus areas and social enterprises list their work.

Participation as SEE evangelist

SEE platform has planned to create a database on SEE website for all participants. This is going to ease the very first step of corporate and social enterprise to find the best match.

Social Enterprises

All these and many more benefits can be obtained by signing up for SEE Framework. SEE as a part of Alumni framework is not chargeable. Please register to be part of the SEE ecosystem and all benefits.

Investment community and CSR support from Corporates

They can leverage the curated social enterprises. Investors and CSR teams may share the success stories, the impact areas of their interest and the measures they use in identifying the right enterprise to support.

Accelerators, Incubators, and Mentors ( AIM)

AIM participants work together with the SEE team to ensure high probability of success for the individual enterprise but also contribute to ensure a higher percentage of successful SE. Commercial engagements are also possible after the initial success is registered.

Look forward to you all being part of SEE

 

 

 

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How Smarter Sales Apps Are Reinventing the Frontlines of Insurance Distribution

The insurance industry thrives on relationships—but it can only scale through efficiency, precision, and timely distribution. While much of the digital transformation buzz has focused on customer-facing portals, the real transformation is happening in the field, where modern sales apps are quietly driving a smarter, faster, and more empowered agent network.

Let’s explore how mobile-first sales enablement platforms are reshaping insurance sales across prospecting, onboarding, servicing, renewals, and growth.

The Insurance Agent Needs More Than a CRM

Today’s insurance agent is not just a policy seller—they’re also a financial advisor, data gatherer, service representative, and the face of the brand. Yet many still rely on paper forms, disconnected tools, and manual processes.

That’s where intelligent sales apps come in—not just to digitize, but to optimize, personalize, and future-proof the entire agent journey.

Real-World Use Cases: What Smart Sales Apps Are Solving

Across the insurance value chain, sales agent apps have evolved into full-service platforms—streamlining operations, boosting conversions, and empowering agents in the field. These tools aren’t optional anymore, they’re critical to how modern insurers perform. Here’s how leading insurers are empowering their agents through technology:

1. Intelligent Prospecting & Lead Management

Sales apps now empower agents to:

  • Prioritize leads using filters like policy type, value, or geography
  • Schedule follow-ups with integrated agent calendars
  • Utilize locators to look for nearby branch offices or partner physicians
  • Register and service new leads directly from mobile devices

Agents spend significantly less time navigating through disjointed systems or chasing down information. With quick access to prioritized leads, appointment scheduling, and location tools—all in one app—they can focus more on meaningful customer interactions and closing sales, rather than administrative overhead.

2. Seamless Policy Servicing, Renewals & Claims 

Sales apps centralize post-sale activities such as:

  • Tracking policy status, premium due date, and claims progress
  • Sending renewal reminders, greetings, and policy alerts in real-time
  • Accessing digital sales journeys and pre-filled forms.
  • Policy comparison, calculating premiums, and submitting documents digitally
  • Registering and monitoring customer complaints through the app itself

Customers receive a consistent and seamless experience across touchpoints—whether online, in-person, or via mobile. With digital forms, real-time policy updates, and instant access to servicing tools, agents can handle post-sale tasks like renewals and claims faster, without paperwork delays—leading to improved satisfaction and higher retention.

3. Remote Sales using Assisted Tools

Using smart tools, agents can:

  • Securely co-browse documents with customers through proposals
  • Share product visualizations in real time
  • Complete eKYC and onboarding remotely.

Agents can conduct secure, interactive consultations from anywhere—sharing proposals, visual aids, and completing eKYC remotely. This not only expands their reach to customers in digital-first or geographically dispersed markets, but also builds greater trust through real-time engagement, clear communication, and a personalized advisory experience—all without needing a physical presence.

4. Real-Time Training, Performance & Compliance Monitoring

Modern insurance apps provide:

  • On-demand access to training material
  • Commission dashboards and incentive monitoring
  • Performance reporting with actionable insights

Field agents gain access to real-time performance insights, training modules, and incentive tracking—directly within the app. This empowers them to upskill on the go, stay motivated through transparent goal-setting, and make informed decisions that align with overall business KPIs. The result is a more agile, knowledgeable, and performance-driven sales force.

5. End-to-End Sales Execution—Even Offline

Advanced insurance apps support:

  • Full application submission, from prospect to payment
  • Offline functionality in low-connectivity zones
  • Real-time needs analysis, quote generation, and e-signatures
  • Multi-login access with secure OTP-based authentication

Even in low-connectivity or remote Tier 2 and 3 markets, agents can operate at full capacity—thanks to offline capabilities, secure authentication, and end-to-end sales execution tools. This ensures uninterrupted productivity, faster policy issuance, and adherence to compliance standards, regardless of location or network availability.

6. AI-Powered Personalization for Health-Linked Products

Some forward-thinking insurers are combining AI with health platforms to:

  • Import real-time health data from fitness trackers or health apps 
  • Offer hyper-personalized insurance suggestions based on lifestyle
  • Enable field agents to tailor recommendations with more context

By integrating real-time health data from fitness trackers and wellness apps, insurers can offer hyper-personalized, preventive insurance products tailored to individual lifestyles. This empowers agents to move beyond transactional selling—becoming trusted advisors who recommend coverage based on customers’ health habits, life stages, and future needs, ultimately deepening engagement and improving long-term retention.

The Mantra Labs Advantage: Turning Strategy into Scalable Execution

We help insurers go beyond surface-level digitization to build intelligent, mobile-first ecosystems that optimize agent efficiency and customer engagement—backed by real-world impact.

Seamless Sales Enablement for Travel Insurance

We partnered with a leading travel insurance provider to develop a high-performance agent workflow platform featuring:

  • Secure Logins: Instant credential-based access without sign-up friction
  • Real-Time Performance Dashboards: At-a-glance insights into daily/monthly targets, policy issuance, and collections
  • Frictionless Policy Issuance: Complete issuance post-payment and document verification
  • OCR Integration: Auto-filled customer details directly from passport scans, minimizing errors and speeding up onboarding

This mobile-first solution empowered agents to close policies faster with significantly reduced paperwork and data entry time—improving agent productivity by 2x and enabling sales at scale.

Engagement + Analytics Transformation for Health Insurance

For one of India’s leading health insurers, we helped implement a full-funnel engagement and analytics stack:

  • User Journey Intelligence: Replaced legacy systems to track granular app behavior—policy purchases, renewals, claims, discounts, and drop-offs. Enabled real-time behavioral segmentation and personalized push/email notifications.
  • Gamified Wellness with Fitness Tracking: Added gamified fitness engagement, with rewards based on step counts and interactive nutrition quizzes—driving repeat app visits and user loyalty.
  • Attribution Tracking: Trace the exact source of traffic—whether it’s a paid campaign, referral program, or organic source—adding a layer of precision to marketing ROI.
  • Analytics: Integrated analytics to identify user interest segments. This allowed for hyper-targeted email and in-app notifications that aligned perfectly with user intent, driving both relevance and response rates.

Whether you’re digitizing field sales, gamifying customer wellness, or fine-tuning your marketing engine, Mantra Labs brings the technology depth, insurance expertise, and user-first design to turn strategy into scalable execution.

If you’re ready to modernize your agent network – Get in touch with us to explore how we can build intelligent, mobile-first tools tailored to your distribution strategy. Just remember, the best sales apps aren’t just tools, they’re growth engines; and field sales success isn’t about more apps. It’s about the right workflows, in the right hands, at the right time.

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